Raise a New Improvement Log Associated with an Agreement Compliance Audit

As you are conducting an audit, you can efficiently raise new Improvement Logs where your findings require this.  When you raise a new Improvement Log from an audit, Activ maintains a link back to the specific requirement (audit record) from which it was generated.  As well as being accessible and managed in the Improvement Logs module, all Improvement Logs associated with an individual audit are also housed on the audit’s Improvement Logs tab and within the audit on the individual requirement’s Linked Improvement Logs tab, for quick reference.

On each requirement’s Details tab there are a number of action buttons, including New Improvement Log:

Click on New Improvement Log to shortcut to a new blank Improvement Log Details tab ready for you to populate:

Enter the necessary details in the appropriate fields.  Fields marked with an asterix are required.  Certain fields are automatically populated.  See Improvement Log Fields Explained for a comprehensive explanation of each of the fields.

When you have entered all the relevant details click on Save to complete the process of adding the new Improvement Log.  You will be returned to the audit where you can continue your audit activity.

In some instances, rather than raise a new Improvement Log, it may be appropriate to link a particular audit record (requirement) to an existing Improvement Log.  See Link an Existing Improvement Log to an Agreement Compliance Audit for guidance.

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